SCUP

Planning Processes

Planning for Higher Education Journal

“Be Prepared” for Policy Windows

How can universities overcome the institutional inertia that impedes successful innovation and change?
Webinar Recordings

2020 Virtual SCUP Excellence Awards Presentation and Jury Conversation

We invite you to watch the 2020 virtual SCUP Excellence Awards presentation and jury conversation. The Excellence Awards program recognizes and applauds institutions and organizations whose planning achievements exemplify excellence and dedication in higher education campus planning.
Planning for Higher Education Journal

A Collaborative, Ongoing University Strategic Planning Framework

Planners at Cleveland State University describe that institution’s highly communicative and participatory strategic planning process.
Planning for Higher Education Journal

A DIY Campus Preservation Plan

A for-credit academic class of graduate students gets involved with UMW’s campus heritage and works to integrate it with the overall campus master planning process.
ebook

A Guide to Planning for Change

The enhanced planning model in this book recognizes the many internal, external, up, down, and sideways forces, challenges, and opportunities facing higher education
Planning for Higher Education Journal

A Guide to Planning for Change

Planning for Higher Education Journal

A Master Facilities Planning Process That Focuses on ROI

In a time when public funding is decreasing, it is advantageous to develop capital improvement plans that demonstrate how to achieve maximum financial benefits.
Planning for Higher Education Journal

A Model for Creating a Campus Sustainability Plan

Institutions of higher education have a special obligation to lead sustainability efforts in order to provide the next generation of young adults with the information and tools needed to take on the challenges of the future.
ebook

A Practical Guide to Strategic Planning in Higher Education

This guide provides a basic overview of strategic planning at the post-secondary level and defines the elements of a successful process. It is also useful as a checklist for more experienced campus leaders, providing colorful vignettes of circumstances in which ineffective strategic planning can create many problems.
Planning for Higher Education Journal

A Primer on Environmental Scanning in Higher Education

Planning for Higher Education Journal

A Resource and Planning Toolkit for Universities in Africa

There is a significant gap in the level of development of higher education processes and structures between the institutions of the developing world and the well-established universities of places like North America and Europe.
Planning for Higher Education Journal

A Rubric for Campus Heritage Planning

The idea is to make architectural preservation a part of the living progress of the institution.
Example Plans

Academic Master Planning Process Flowchart

Flowchart showing the process that the institution will undergo to develop its academic master plan.
Conference Presentations

Align Processes and Foster Collaboration to Streamline Planning Engagement

The newly consolidated Augusta University implemented an annual planning and resource alignment process to streamline procedures and integrate strategic efforts across the institution.
Tool

An Integrated Approach to Scenario Planning

No one can predict the future. That doesn’t mean it needs to be a total surprise. This toolkit will walk you step-by-step through scenario planning with instructions, examples, and worksheets that you can use to start scenario planning at your institution immediately.
Conference Presentations

Better Value and Outcomes through Integrative Design

In this session, we'll share our results and challenges with the Integrative Design Process (IDP) at Princeton, and show how you can use an IDP to realize better value and outcomes for your campus project.
Planning for Higher Education Journal

Book Review: Strategic Mergers in Higher Education

Planning for Higher Education Journal

Book Review: Transforming Higher Education in Asia and Africa

The book describes the author’s work over the past thirty years advising governments and universities in eight countries, providing case studies that focus on the challenges, failures, and successes in planning for change at twelve universities. The author explores themes, policies, and strategies that emerged, and provides widely applicable lessons for bringing about change, especially in using strategic planning as the vehicle for it.
Planning for Higher Education Journal

Breaking Barriers

The University of West Georgia, toward dismantling silo thinking and promoting a sense of ownership within the workplace, formed a cross-divisional group: The Barriers Team. It was part of an initiative to recognize and encourage employee engagement, develop operational efficiencies and effectiveness, and eliminate obstructions to staff success.
Example Plans

Budget Process Flowchart

Flowchart showing the budget planning process at the university.
Planning for Higher Education Journal

Crafting an Innovation Landscape

The Innovation Landscape Framework is a tool for the integrated planning of initiatives that support innovation across campuses.
Conference Presentations

Designing an Inclusive Engagement Process for Diverse Campus Representation

In this session, presenters share their layered, inclusive planning process that engages and empowers campus and community constituents to celebrate cultural expression through the built environment.
Planning for Higher Education Journal

Developing a Four-Year Baccalaureate Degree in Applied Psychology

What does it take to plan for and move from a two-year to a four-year institution and implement a baccalaureate degree in applied psychology? Here’s how Kwantlen University College (BC) did it.
Planning for Higher Education Journal

Developing Scenarios: Linking Environmental Scanning and Strategic Planning

In this article, we discuss a method for developing and writing scenarios for a college or university. We begin by reviewing the general literature on scenarios; we then detail a scenario development project at Arizona State University. This project, conducted in 1988–89, was Arizona State University's first institution-wide, futures-based planning and scenario development effort.
Planning for Higher Education Journal

Disruptive Transition to an Integrated Organizational Planning and Resource Allocation Model

This is the story of how Glendale Community College in Arizona took intentional steps to integrate its strategic and operational plans with resources and assessment to develop a holistic approach to planning and implementation.
Planning for Higher Education Journal

Distance Education

Learn how a partnership between Florida State and the US Army planned for and implemented tailored MSW degrees.
Planning for Higher Education Journal

Experiences and Insights from Use of a Design-Build Process in Founding a New Campus

Design-build was the best choice for K-State Olathe because of the flexibility with regard to unknown users and change stakeholder expectations.
Conference Presentations

Flossing

This session shares how one institution efficiently integrated and aligned planning and assessment activities with accreditation standards and cycles.
Example Plans

Framework for Drafting a Campus‐Wide Academic Master Plan

This document introduces the process the institution will take to develop an academic master plan, based on objectives outlined in the institution’s strategic plan.
Conference Presentations

Funding the Future in Tough Times

This session will detail strategies from three separate regional university initiatives to solicit, evaluate, adopt, and fund forward-thinking campus enhancements under significant budgetary constraints.
Planning for Higher Education Journal

Instituting a New Degree Program

Change in higher education rests on the skills of administrators and their knowledge of the strengths and weaknesses of various planning approaches described in this case study.
Webinar Recordings

Instructional Economics

Recorded September 15. All program decisions have financial consequences—and some may surprise you. We will share a methodology for analyzing instructional economics and strategies for incorporating this data into the program decision-making process for long-term financial health.

This is part two of a three-part program series, “Integrated Planning to Build a Thriving Academic Program Portfolio.”

Planning for Higher Education Journal

Is Higher Education Ready for Its Learners?

With sweeping shifts in recruitment and retention of students throughout higher education, Northern Kentucky University committed to a pivot. Its new student framework emphasizes student support and academic delivery driven by strategic decisions and data rather than by impulsivity. Their Success by Design framework encouraged innovations that focused the university on meeting learners where they were.
Planning for Higher Education Journal

Juggling Chainsaws

The numerous benefits of these processes can be realized only when the institution recognizes and plans for the different, sometimes conflicting perspectives they bring to high-stakes discussions.
Conference Presentations

Keynote: Beyond Innovation

William Lindner has led transformational initiatives at every level of government and education with this consistent message: “Tear the Page Out.” This session will demonstrate an approach to attacking big challenges by empowering audacious creativity inside tradition-bound institutions.
Planning for Higher Education Journal

KPIs Drive Strategic Planning and Execution

Quantitative tools are essential for developing a framework, but properly identifying stakeholders and keeping them involved is what connects planning to execution.
Planning for Higher Education Journal

Modifying the Strategic Planning Engine

Using the Strategic Planning Engine model resulted in a more objective, replicable, scalable, flexible, and transparent planning process with useful and relevant results.
Planning for Higher Education Journal

No-Brainer or Brain-Twister?

While there is no one right way to link planning and budgeting, there is good practice: what works to influence behavior in the direction of institutional goals, supported by strong leadership.
Planning for Higher Education Journal

Nurturing Your Capital Project

By following the progression of steps needed to complete a typical capital improvement project detailed here, even the most complex project can be accomplished effectively and efficiently.
Planning for Higher Education Journal

Organizing Financial Information to Support University Planning and Analysis

Before investing in complex and costly new technologies, first consider whether your institution would benefit from a redesigned chart of accounts.
Planning for Higher Education Journal

Planning for Instructional Continuity

Classes can be cancelled because of inclement weather, faculty being unavailable, IT or power outages, pandemic-related closures, and other occurrences. The result of any of these circumstances can be a loss of instruction. St. Joseph’s University developed and applied a best practices guide to ensure the continuation of instruction in the advent of many short-term disruptions.
Example Plans

Process for Developing the 2018–2023 Strategic Plan

A detailed overview of the institution’s process and timeline for developing its strategic plan.
Planning for Higher Education Journal

Promoting Engagement in Strategic Planning

Creating a positive, reflective, inclusive, and transparent institutional climate facilitated improved engagement in and ownership of strategic and departmental planning. The process of using FAST goals (frequently discussed, ambitious, specifically measured, and transparent) produced constructive outcomes.
Planning for Higher Education Journal

Redesigning a Budget Model with a Grassroots Approach

While redesigning a campus budget model could happen relatively quickly from a technical standpoint, time spent in extensive engagement, collaboration, and conversation is key to successful implementation.
Conference Presentations

Reframing Strategic Planning Priorities Through Results-based Strategic Design

In this session, you will learn how Results-Based Strategic Design (RBSD) can help you supplement, restart, or reframe planning processes at your institution.
Example Plans

Selected Questions for Academic Program Review

Questions intended to spark discussion amidst teams undertaking program review.
Conference Presentations

Speed, Efficiency, and Consensus Through the Collaborative Process

Come learn from our unique approach in which actual users participate in designing an outpatient center on the Nebraska Medical Campus, allowing implementation of new processes and efficiencies known only to medical center staff.
Example Plans

Strategic Plan

The vision, four pillar goals, and strategies of the college’s strategic plan are presented in an interactive graphic.
Conference Presentations

The Planning Continuum

We’ll discuss how Purdue University’s culture of continuous planning leverages data, facility information, and design to engage new stakeholders, implement a campus-wide vision, and fast-track decision making.
Planning for Higher Education Journal

Too Much and Not Enough

When resources are constrained and enrollment is tightening, it takes thoughtful and strategic involvement of all stakeholders to develop and execute a comprehensive facilities plan.
Planning for Higher Education Journal

Totally Virtual

In the context of a fully online institution, how do you collaborate to strategically plan? You leverage online tools and techniques to keep widely distributed and separated-by-a-distance team members engaged in the process.
Planning for Higher Education Journal

University Strategic Planning and the Foresight/Futures Approach

Dublin City University has taken the lead in Ireland in terms of its emphasis on strategic planning. Its 2005–2008 strategic plan, Leadership Through Foresight, was part of an ambitious foresight exercise that was aimed at informing subsequent strategic cycles. This article reports on this process in the context of the wider literature examining the value of foresight/futures thinking as applied to universities.
Planning for Higher Education Journal

Untangling the History and Procedures of Strategic Planning

Almost since the time when the concept of strategic planning first appeared in the literature of higher education, its value has been questioned. Do strategic plans help institutions achieve excellence, or are they more likely to gather dust on a shelf? Perspectives are presented through a review of nearly 100 years of the history and theoretical basis for strategic plans.